wiseradvisor

Financial Advisor in Clermont, Florida

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Clermont

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Clermont, Florida
Financial Advisor Office Location Phone Number
Eric Lasso
Edelman Financial Engines, LLC
1900 Summit Tower Boulevard,
Orlando, FL  32810
(321) 207-9017
Richard Reyes, CFP
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
Keith Simpson MBA
Lake Advisory Group
108 South Old Dixie Highway,
Lady Lake, FL  32159
(352) 350-2008
Troy Garcia CFP®
Allen & Company
1401 S. Florida Ave.,
Lakeland, FL  33803
(863) 616-6021
Barry Cantrell II
Edelman Financial Engines, LLC
10150 Highland Manor Drive, Suite 200,
Tampa, FL  33610
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(813) 661-1717
Steve Crossett
Edelman Financial Engines, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(321) 751-6162

Information on Qualified Financial Advisors in Clermont

Qualifications CRD# 3201387
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL 
32810
Phone Number (321) 2079017

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Florida and Master of Business Administration from University of Florida.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.



Qualifications CRD# 3273712
FirmCRD# 268824


Office Location 108 South Old Dixie Highway,
Lady Lake,
FL 
32159
Phone Number (352) 3502008

Keith A. Simpson, MBA, joined Lake Advisory Group in 2009. Prior to joining Lake Advisory Group Keith was a Financial Advisor at Merrill Lynch and MetLife. Keith graduated from Park College with a B.S. in Management. He attended St. Martins College for his graduate studies in Finance and earned an M.B.A. Keith also served as Operation Sergeant Major at both Ft. Riley, KS and Ft. Lewis, WA. Keith retired from the United States Army in 1999 after more than 20 years of service. He now enjoys helping people prepare for and thrive during their retirement years. Keith is married to his high school sweetheart, Kathy. Their oldest son, Joshua, also works at the Lake Advisory Group. Their youngest son, Jeremiah, serves in the United States Army and is currently stationed at Ft. Lewis, WA, following in his fathers footsteps. Keith and Kathy have one precious grandson. Dont miss an opportunity to meet and get to know Mr. Simpson.

About Lake Advisory Group

At Lake Advisory Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What?s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Am I going to out live my money? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.



Qualifications CRD# 5341060
FirmCRD# 25
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1401 S. Florida Ave.,
Lakeland,
FL 
33803
Phone Number (863) 6166021

A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church. As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32. Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities. He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

About Allen & Company

Allen & Company's longstanding heritage of personalized customer service spans more than 80 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm to grow their wealth and help secure their financial future. When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years. Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 10150 Highland Manor Drive, Suite 200,
Tampa,
FL 
33610
Phone Number (813) 6611717

Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,FL  33607

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1977387
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 
32940
Phone Number (321) 7516162

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Clermont, Florida
D'amico & Associates Inc Clermont, FL
Rampersaud Wealth Management Oviedo, FL
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